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            Create Employee Goals Action

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            Create Employee Goals Action

            Employees and managers use this action to create new performance goals in the connected external HR system.

            Required Editions

            View supported editions.
            User Permissions Needed  
            To build and manage Service Agents:

            Manage Agentforce Service Agents AND Manage AI Agents

            OR

            Customize Application

            Action Details

            To use this action, customize it according to your business’s security standards. We recommend configuring your agent to confirm the requester's identity before completing this action on their behalf. See Maintain Trust with Agentforce Actions.

            This action initiates the secure creation of a case and moves the conversation from the AI agent to HR or Legal specialists using the Escalate Confidential Complaint flow.

            API Name CreateEmployeeGoals
            Action Type Standard
            Reference Action Type Flow
            Reference Action Create Employee Goals
            Inputs Goal Description, Issue Date, Subject
            Outputs Case Number, Status Message, Response Code
            Does this action execute one or more prompt templates? No

            Examples of Utterances that Trigger This Action

            • "Create a new performance goal for this quarter."
            • "I want to set a new professional objective."
            • "Add a goal called 'Complete Security Training' to my profile."
             
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            Salesforce Help | Article